Building Your Next One Up: Filling the “Shoes” of a DOR

By Mary Ann Bowles, Therapy Resource, Endura/Colorado

Quite often leadership will have to take time off, and sometimes it’s lengthy as in a maternity leave. You need an interim DOR!

The questions arise: Who will take charge while you’re gone? Will they know how to do the tasks that are required? Will the systems stay intact? Will the staff they lead follow the direction of interim well? Will the IDT team work well with the interim? Will it feel like there are holes or missing components? Will we still be able to grow our programs??

Well, at the Villas at Sunny Acres (VASA), we can’t believe three months have come and gone! Our DOR at VASA was out on maternity leave. VASA is a busy rehab program that services SNF, ALF, memory care unit, ILF and outpatient.

Kinga Gianna, PT (L) and Jenny Kuehn, DOR, (R), Villas at Sunny Acres, Thornton, CO

Jenny Kuehn, PT, DOR, has always been a proponent of “building your next one up.” She did a poster on it for our Annual Leadership Meeting. She has cross-trained many of her staff that have goals of having a leadership role later in their careers. She has sent two therapists through the DORITO program. Jenny takes pride in building future leaders in our company. She prepped and trained Kinga Gianna, PT, to cover while she was gone.

Kinga has been with Ensign since 2013. Kinga started as a tech and then went on to be a physical therapist, an ADOR and now an interim DOR, filling the shoes of the DOR for three months. It’s not often that you have such a seamless transition when the interim DOR takes over. Kinga made that happen at VASA. She made the position look easy and took on all of the challenges and frustrations like a champ.

It honestly was seamless while Kinga was holding the reins as the director of rehab for these last three months. Not only did she maintain the therapy program, but she built the program, too. She added additional scheduled group therapy sessions, and started a managed care meeting with their NP on a weekly basis and a system to get the information to that NP. We couldn’t agree more with Brian Rupert, ED, at VASA, when he told Kinga, “We could not have hoped for a more seamless, smooth transition. Your ability to adapt to the challenges that came at you daily were reflected in how you quickly found ways to overcome and ensure your team and the residents received the care they required. Thank you very much.”

PDPM Ready – Speech Therapy

By Lori O’Hara, MA, CCC-SLP, Therapy Resource – ADR/Appeals/Clinical Review

CMS thinks that speech therapy is so special that it gave speech five different considerations for the payment category. Thanks, CMS!

So here are a few tips for being an SLP CMI Ninja Warrior:

  • If you have a patient with concomitant ortho and CVA diagnoses driving their stay, you will generally select the ortho condition for the principle medical condition. But then you should always get an SLP co-morbidity because Active Dx: CVA/TIA (item I4500) would be checked on the MDS. There might be additional co-morbidity diagnoses coded from the SLP treatment conditions, but you only need one to count!
  • While we no longer require the inclusion of an ICD-10 medical diagnosis on our therapy POC/UPOCs, the treatment plan still needs to make sense. That means that a patient who needs treatment for a cognitive impairment without a clear medical condition that causes cognitive impairments will necessitate conversations with the attending medical team. A hip fracture still doesn’t cause a cognitive decline.
  • When your SLP (or OT, too!) are treating cognition and are going to perform the BIMs, it’s a good idea to do this before the patient’s cognition function is changed by treatment. The recommendation is that the BIMS is done the day of or day before the ARD, but we are allowed to complete it anytime during the lookback. Special note: If the ARD is day 8, a BIMS completed on the day of admission cannot be counted in the MDS. Watch those lookback periods!
  • It is best practice to have your SLP screen all patients admitted on an altered diet. First, if the patient has the potential to advance to normal foods, we should endeavor to make that happen. Second, an altered texture can mask the presence of swallowing problems — if the altered diet improves the function sufficiently, it can be difficult for a non-expert eye to see an underlying impairment. An SLP will often choose to intervene in that instance for the optimum health and safety of the patient, but even in those rare cases where SLP intervention isn’t indicated, the screening note can document the observed symptoms such that they can be properly included in the MDS.
  • When an SLP is involved for swallowing, make sure they report diet changes to the IDT. Day 7 or 8 diet adjustments can sneak under the radar of even the most diligent MDS Coordinator, so make sure your SLP is making noise about those changes.

Pilot Programs Provide New Ideas for Enhancing Patient Care

By Deb Bielek, Therapy Education Resource

Currently, several of our facility therapy teams have been supporting efforts toward identifying best practice approaches as well as new tools and resources available to help us continue on our path toward effective and efficient delivery of therapy to our residents and patients. Not only do we see more and more specialty programs popping up where our patients and residents are receiving state of the art care and getting better because of it, but we are also finding effective ways to engage them in care throughout their recovery process. Currently we have facilities who have been participating in Pilot Programs with focus on innovative care delivery systems partnering with technological resources, enhancements to our therapy software system, interdisciplinary assessment processes for measuring functional outcomes through Section GG, leadership of Restorative Nursing programs.

The following Pilot Programs have been used over the recent weeks to help us grow in our understanding of how these tools and approaches can help us succeed in our current operations. We are excited to share some detailed results of the following pilot programs during our Leadership WebEx meeting scheduled for Friday, August 9 from 12:15 – 12:45 pm Pacific:

  • Jintronix is a PDPM-ready, “gamified” clinical product that is transforming the therapy experience in both Post-Acute and Long-Term Care. The treatment allows therapists to enhance their skills by customizing specific treatment protocols for individuals, resulting in patients who are much more engaged and applying themselves in a whole new way and we’re seeing the positive impact on outcomes. The results during the pilot program have been exciting.
  • Section GG is being used as part of our Quality Reporting System to demonstrate functional outcomes with the Medicare Part A patients, and we are expanding this outcomes tool into all of our post-acute payers beginning August 1! Our recent pilot program with 9 facilities across the organization yielded best practice approaches to accurate Section GG reporting, which will be critical to our Case Mix groupings for PT, OT and Nursing under the new PDPM. There are also some unique findings with the role therapy can play in the accuracy of these results.
  • Optima is creating tools to streamline documentation that is relevant for outcomes tracking, clinical pathway implementation and documentation that supports the Case Mix classifications under PDPM. Hear about the exciting results so far as shared by some of our pilot leaders.
  • Do you use Home Exercise Programs to enhance your SLP, PT, OT service delivery? Our pilot project with Medbridge is giving us the opportunity to incorporate the HEP experience through some unique offerings to our patients. We are also beginning to integrate the idea of HEP as an extension to the therapy program by incorporating RNA support into the HEP practice prior to discharge. We are analyzing our NOMS and GG Data to begin honing in on best practices for the HEP. Hear directly from some of our therapists using these unique tools!
  • Is your facility struggling to maximize the effectiveness of the RNA program to achieve better results with your patients and residents? Our East Texas Market has been trialing a new approach to RNA Management, and we’ll be sharing more about the program, therapy’s involvement, how it works and the status of the early results.

Exciting Changes to Reduce Administrative Burden of our Therapy Teams!

By Tamala Sammons, Senior Therapy Resource

In an effort to ensure our clinical practice and policies match regulatory requirements, we frequently review therapy policies and POSTettes. Recently, we identified a number of areas where we could make changes to help reduce the administrative burden of our therapists.

Effective Aug. 1, 2019, the following changes were put into practice:

  • Because the IDT determines the reason for skilled admission, the need for a Medical ICD-10 code on therapy documents was removed for Part A Payers. Clinicians can now add a treatment ICD-10 code in both sections of the POC and UPOC. No changes were made to Part B documentation, because therapy determines the Medical ICD-10 in most cases.
  • With clinical measures shifting to section GG for functional outcomes, we removed the need for therapists to also have to complete CARE Item sets data.
  • We removed the requirement for Part A payer clarification orders when the POC/UPOC documents are signed by MDs using Clinisign. Optima’s Clinisign product ensures timeliness of MD participation with therapy POCs/UPOCs. Clarification orders for Part A payers are still required for documents that are not signed by MDs through Clinisign.
  • We identified that IDT discussion around Part A payers should be different than Part B payers. We removed the requirement for a Med B UDA and updated the IDT policies to allow the IDT process of Part A and Part B payers to be different.
  • We also updated triple check forms to match these changes where applicable.

Our goal is to continue to ensure our policies and practices are designed to support clinical treatment and care of our patients and only require the administrative activities that are supported by a state or federal requirement. We hope these changes help the teams to be able to provide more hands-on care.

Getting Credit for Joint Replacement

Say your patient had a hip replacement after a fall with a fracture. Coding rules say you code the fracture first, not the aftercare code. But that’s fine — as long as you check the box that says “Hip Replacement” in section J of the MDS, then the fracture code will automatically “bump” up into the Major Joint Replacement, right?

Wrong! The bump is not automatic. The fracture code that’s selected has to be eligible for re-categorization.

But how do I know? you are asking yourself.

Easy! Look at the map!

CMS has mapped every ICD-10 diagnosis to a category (or an RTP!), and the map will tell you if the code you’ve selected is eligible for re-categorization if it gets partnered with a surgery in the MDS. This is true for the bump into the Major Joint or Spinal Surgery as well as the Other Orthopedic Surgery category.

So where’s the map? The PDPM ICD-10 Map is available in the “Resource” tab in the “PDPM Ready 106 — Field Practice, Identifying the Primary Medical Condition” LMS training, or on the CMS.gov website (https://www.cms.gov/Medicare/Medicare-Fee-for-Service-Payment/SNFPPS/PDPM.html).

How do I read the map? When you find your diagnosis, look to see what the map says in the “Resident Had a Major Procedure during the Prior Inpatient Stay that Impacts the SNF Care Plan?” column. If it says “NA,” then checking the “hip replacement” box in the MDS won’t do a thing. But if it says, “May be Eligible for One of the Two Orthopedic Surgery Categories,” then checking the box will “bump” the code.

Let’s look at some examples from the map. Here are three femur fracture codes:


Look at the first code: S722.5XD describes a closed left femur fracture with routine healing. By itself, it would qualify only for the Non-Surgical Ortho category. But the box on the right says, “May be Eligible for One of the Two Orthopedic Surgery Categories.” So checking the “hip replacement” box in the MDS will bump this code into the category we should have — Major Joint Replacement.

The middle code (S722.6XD) describes a fracture of an unspecified femur. This is a Return to Provider (RTP) code. And with good reason — we can tell which femur was broken!

The bottom code (S723.01D) describes a closed fracture of the shaft of the right femur. This qualifies for an orthopedic surgery category, but look at the box on the far right — the one that tells you if the code is eligible for the bump. The box says, “NA.” This means if you used this code, even if you check the “Hip Replacement” box, the category wouldn’t change. This makes good clinical sense, since a fractured femur shaft isn’t when a hip replacement would be done. But what if that code got in there by accident and no one noticed? This is why close attention to codes is so important! The input of a therapist whose expertise includes the nature of fractures and joint replacements is a critical support to the team who is selecting the diagnoses.

So, the takeaway is that while CMS is happy to provide us with reimbursement commensurate with taking care of a major joint replacement or spinal surgery, we need to watch how we’re coding carefully so that we build the case in such a way that CMS can know that that’s what we’re doing.

By Lori O’Hara, MA, CCC-SLP, Therapy Resource – ADR/Appeals/Clinical Review

Benefits of Group Mode of Treatment

As we move closer to the October 1st changes with PDPM, many therapy programs have made concerted efforts to implement Group and Concurrent modes of treatment and have noted how their patients are enjoying them. Since January of 2019 we can see a significant shift to adding multi-patient treatment programming across several affiliated companies. The chart below shows a steady increase month-over-month for 2019.

So the real question is: What is the impact of group treatment to our organizations? Let’s briefly look at how these modes of treatment have an effect on Financial, Clinical and Cultural outcomes.

 

Financial:

Below is an example of CPM and Productivity several markets. As you can see, being focused on providing multi-participant therapy programs created a LOWER Cost per Minute with a HIGHER Productivity (working smarter…not harder)!

Also, by providing multi-patient clinically appropriate treatment approaches, we create additional time to ensure we are providing care to our LTC residents and grow our outpatient programs. Note the trend from the first 4 months of 2018, to the first 4 months of 2019, as we increased our “Moments of Love” (Ciara Cox) for those that reside within our facilities and our communities from 14% to 19%!

Clinical:

Within Optima we assess each patient’s Initial and Discharge Functional status through our CARE Items sets (Physical and Occupational Therapy). Another trend we can see is a general increase in the Mobility and Self Care improvement for all patients. This is a snap-shot and requires additional study; however it is interesting to see our clinical outcomes improving as our modes of treatment are changing…

Another area that would be great to study is the impact of Long Term Care therapy programming compared to changes in facility Quality metrics. Some markets already have been working on this and we would love to see your results!

Cultural:

How does one measure culture? Very tough question, however I believe we can look at some anecdotal evidence from the massive number of emails we all have been sharing demonstrating the creativity, functionality and joy from our therapy professionals, residents and patients. Dozens and dozens of emails from Directors of Rehab and Therapy Program Managers have been shared across all companies AND dozens more have been shared just within each market.

For those still looking for ideas about groups or evidence for the effectiveness and benefits of group programming, below is a Link to our Portal for Therapy Group list of published articles.

Portal:

Group Therapy Programming

Modes of TherapyPOSTette1

Please continue to share your ideas, reach out for support and focus on ensuring each patient and resident receives the BEST care. Thanks for all you do!

By Chad Long, Therapy Resource

Sources for the Effectiveness of Group Treatment:

Flora M. Hammond,,2 Ryan Barrett, MS, Marcel P. Dijkers, PhD, FACRM,4 Jeanne M. Zanca, PhD, MPT,5 Susan D. Horn, PhD,3 Randall J. Smout, MS,3 Tami Guerrier, CTRS,1 Elizabeth Hauser, OT,1 and Megan R. Dunning, PT, DPT, NCS6Group therapy use and its impact on the outcomes of inpatient rehabilitation following traumatic brain injury: Data from TBI-PBE project ArchMed Rehabil 2015 Aug; 96(80):S28 Phys-S292.e.5

De Weerdt W, Nuyens G, Feys H, Vansgronsveld P, VandeWinckel A, Nieuwboer A, Osaer J, Kiekens C. Group physiotherapy improves time use by patients with stroke in rehabilitation. Aust J Physiother. 2001;47:53–61. [PubMed]

Kurasik S. Group dynamics in the rehabilitation of hemiplegic patients. J Am Geriatr Soc. 1967;15:852–5. [PubMed]

Trahey PJ. A comparison of the cost-effectiveness of 2 types of occupational-therapy services. Am J Occup Ther. 1991;45:397–400. [PubMed]

Coulter CL, Weber JM, Scarvell JM. Group physiotherapy provides similar outcomes for participants after joint replacement surgery as 1-to-1 physiotherapy: a sequential cohort study. Arch Phys Med Rehabil. 2009;90:1727–33. [PubMed]

Zanca JM, Dijkers MP, Hsieh CH, Heinemann AW, Horn SD, Smout RJ, Backus D. Group therapy utilization in inpatient spinal cord injury rehabilitation. Arch Phys Med Rehabil. 2013;94:S145–S153. [PubMed]

Oouchida Y, Suzuki E, Aizu A, Takeuchi N, Izumi S. Applications of Observational Learning in Neurorehabilitation. Int J Phys Med Rehabil. 2013;1(5):1–6.

Gauthier L, Dalziel S, Gauthier S. The benefits of group occupational therapy for patients with Parkinson’s disease. Am J Occup Ther. 1987;41:360–5. [PubMed]

Dobrez DG, Lo Sasso AT, Heinemann AW. The effect of prospective payment on rehabilitative care. Arch Phys Med Rehabil. 2004;85:1909–1914. [PubMed]

Fuller PR. Matching clients to group therapies. J Psychosocial Nursing. 2013;51:22–27. [PubMed]

Successful Implementation of Group Interventions for SLP Treatment Plans

There has been a lot of energy around implementation of group therapy. It’s a great way to focus therapeutic interventions on retraining previously learned skills, reinforcing strengths, teaching compensatory strategies, developing functional skills, and increasing self-awareness to facilitate successful adaptation or adjustment. A big part of speech-language pathology intervention focuses on effective communication and compensatory strategies. Clinically appropriate group intervention is a great treatment approach to assess the effectiveness of skills trained and carry-over of compensatory strategies. Patients enjoy the activities that take them away from their daily ordinary treatments. Additionally, there is a lot of literature that points to the importance of opportunities for social engagement as part of rehabilitation.

Speech-Language Pathologists have many fun ways to integrate group based on various clinical conditions being treated. For example, if the target is word finding or speed of processing then the game Catch Phrase could be used to challenge the group to improve that target treatment area. For respiratory patients a group treatment may focus on a competition of blowing cotton balls across the table (to improve expiration); or conduct a kazoo or harmonica band (to focus on inhalation and exhalation). Swallow groups might be a tea party. The snacks and beverages can be various textures to assess tolerance of advanced textures. A great way to engage patients in conversation during a group setting is to have conversation sticks. Use tongue depressors with various topics written on them and then have the group take turns picking a topic for discussion.

It’s important to remember that group intervention still needs to tie back to the goals in the POC and documentation needs to capture the skilled interventions. Other than that, the possibilities for group treatment ideas to address cognition, communication and swallow are endless! For more ideas, please refer to the Group Therapy Programming POSTette.

Pointe Meadows of Lehi, Utah uses the game, Headbands, in an SLP group. Headbands can be used to facilitate turn taking, processing speed, expressive communication, reading comprehension, and speech intelligibility

Additional examples of games that can target specific areas of communication and cognition

 

 

 

Additional example of resistive breathing devices that can be integrated in a group setting

 

 

First ENspire Grants Awarded

Congratulations to the first two recipients of the ENspire grant program! Inaugural projects receiving ENspire funds include “Focused Occupational Therapy Interventions for Clients with Heart Failure in Skilled Nursing Facilities” and “Translating Evidence Based Mental Health interventions in a Skilled Nursing Facility Environment.”

ENspire is a seed money grant program designed to support therapy graduate students who want to elevate evidence-based therapy practice in post-acute rehabilitation and dignify long term care in the eyes of the world. More information and an application form can be found on the ENspire page.

 

Focused Occupational Therapy Interventions for Clients with Heart Failure in Skilled Nursing Facilities
The ultimate goal of the SNF is to help clients stabilize their medical conditions and attain their therapy goals so that they can return home (Orr, Boxer, Dolansky, Allen, & Forman, 2016). However, approximately 27% of heart failure (HF) clients are readmitted to the hospital after being discharged from the SNF (Allen et al., 2011). High readmission rates may be due to the cognitive, psychosocial, and lifestyle barriers HF clients face. However, interventions in the SNF tend to be emphasized on activities of daily living (ADLs) and therapeutic exercise (Rafeedie, Metzler, & Lamb, 2018). This project aims to create and implement a clinical pathway for occupational therapists (OT) within SNFs, in order to address patient barriers and improve the quality of care. To create the clinical pathway, needs assessments in the form of interviews and Likert surveys will be conducted at Ensign SNFs. The project team will create a clinical pathway addressing the identified gaps in OT practice with evidence-based research. The project team will present the clinical pathway to Ensign OTs in northern California. A survey will collect feedback from the OTs on strengths of the pathways, areas to improve, gaps to be addressed, areas of concern, and the likeliness that the pathway could be used effectively in a SNF. In addition, online modules and surveys will be created for Ensign OTs who cannot be at the presentation. The project team will incorporate the feedback into the clinical pathway and present the finished product to Ensign Facility Services.

Principal Contact: Elena Vaccaro
Study Collaborators: In Hwa Chae and Camille Schilling

Translating Evidence Based Mental Health interventions in a Skilled Nursing Facility Environment
The purpose of this project is to develop and implement a workshop and toolkit to enhance occupational therapists’ (OTs) skills in providing evidence based mental health interventions in a skilled nursing facility (SNF). Based on the literature physical and social environmental factors are barriers limiting residents in achieving their highest occupational performance. Within a SNF, OTs are currently not practicing mental health interventions rather they are focusing on therapeutic exercise and therapeutic activities. OTs are expressing concerns in their scope of practice regarding being client-centered in a SNF due to the inability to engage residents in preferred occupations. Within the scope of practice, OTs are trained in mental health interventions and are skilled in analyzing environment and contextual factors that impact occupational performance. OTs are in a strong position to implement mental health interventions into a SNF. Due to the gap in service delivery, a workshop and a clinical toolkit will translate evidencebased mental health interventions for residents with a serious mental illness (SMI) in a SNF. This will equip OTs in the SNF to better serve the needs of residents with a SMI. The OTs participating in the workshop and receiving the toolkit are working in an Ensign affiliated SNF within the United States. The outcome measures of the project will come from surveys.

Principal Contact: Cecelia Ly-Peh
Study Collaborators: Jan Martha Conducto and Natalie Barrales

Ownership!

The land swelled below the wing of the plane in gentle shades of green and brown, revealing ample squares defining crops, and the perimeter of a small community where various creeks meander through town before combining to become the Walla Walla River, which drains into the Columbia River about 30 miles west of town. Park Manor Rehabilitation Center is nestled in the farmlands of eastern Washington.

One sweltering hot morning, Sonya, DOR and Zewdi, DON and the IDT team calmly evacuated over two dozen residents to the dining area to preempt any issues with dehydration in a seamless flow of activity. The team identified that the temperature in one wing was too high for the medical well-being of their residents and made the decision as a group during the morning Standup Meeting. Within minutes, people self-organized to provide a pleasant alternative to the overheated area of the building for the patients in the affected wing. Soon the residents were seated comfortably in the dining room, offered beverages and provided with activities to engage them for the morning. Being a part of this particular morning left me with a powerful experience of Ownership, a core value for us at Ensign.

In practice, ownership takes many forms, reflecting the composition of the people who form those teams. As I reflected on why this team seemed so special, I realized that while their location set them apart in very practical terms, the quality of their interactions were definitively harmonious, often uplifting and consistently grounded in sound clinical and operational practice. These lovely people had figured out how to keep the fire lit and love one another through the usual travails of long-term care. I was struck by the balance of utter focus and levity during the morning meetings. This created the critical element of mutual understanding for each patient’s current medical and functional status for a better quality of patient care.

I was particularly struck by the level of individualized attention to ensure that each patient was situated well and individual or family needs were considered. The objective aspects of patient care were navigated skillfully while the personal needs of each patient were also thoroughly respected.

Over the course of a few days, there were many opportunities to get to know this team, and I found myself pondering how to describe what I was experiencing. There were eight factors that seemed to play a part in this team’s capacity to work so well together.

  • Relationships — These folks had healthy working relationships. They worked out their differences, held each other accountable and genuinely enjoyed working together. They even went to the movies together after work.
  • Finances — While any facility has opportunities for improvement, and the external market factors play a role in that, the basic metrics were in place and well- Census was above average and key metrics were in good shape.
  • Calm — There was a quality of calm. While the challenges were quite real, with case mix index, productivity and/or admissions, overall, this was not an anxious group. If tension arose in an interaction, there was a tendency to deal with it directly or let it go altogether. Trust played a huge role in this.
  • Creativity — On more than one occasion, I heard the IDT team generate multiple solutions to various patient issues, and then choose one, together, to solve it. This was most notable when a vociferous member of the residential community requested space that was scarcely available, yet a solution was provided that worked for everyone involved.
  • Health — If we’re looking at the collective level of function of a team or teams, the overall health of the Interdisciplinary team partners and the therapy department partners was remarkable. While any one of these folks would admit that their work could be challenging, on the whole, they knew that they had each other’s backs and found ways to express that easily and frequently, often in simple ways. For example, they’d share food to create a group lunch, or bring tea or coffee for all to enjoy; express words of appreciation and silent exchanges of support; clean a certain mug for a friend; or draw a picture for each other when documentation was completed.
  • Intelligence — In and of itself, the sheer experience of simplicity was part of the intelligence of the way that ownership was enacted within Park Manor. I felt as if the common courtesy and willingness that these partners extended for their work and for each other possessed a quality of coherence that was palpable and easily observed in patient/therapist interactions.
  • Flow — The innate intelligence of the team could be seen in the way they addressed the temperature in the south wing being too high on the morning that I visited the building. There was calm but decisive decision-making happening with a seamless flow of activity and an unflustered interdisciplinary team swiftly evacuating two dozen residents to a cooler area. That’s flow.
  • Generosity — The consistency of the integrity, accountability and genuinely generous performance that these leaders modeled, coupled with their mutual respect for each other as functional counterparts created a very visible absence. There was no silo. Each leader understood and acted as though they comprised the whole well-being of the facility. They fully supported each other within the scope of their roles, and they took every action possible to ensure continual success to whatever degree they could actuate, one day at a time.

This generosity was the spirit of ownership. It was so seamlessly implicit in the functional performance of this team that I almost missed it. The word “ownership” in our secular culture has come to mean possession, yet here, the opposite is true. When we consciously choose to open up and own more, to bring awareness and act as if our collective results are actually our own, new possibilities open up. New perspective. New hope.

By Willow Dea, Leadership Development

Evaluation vs Treatment Notes

By Lori O’Hara, MA, CCC-SLP – Therapy Resource, ADR/Appeals/Clinical Review

CMS doesn’t define a lot of requirements for what needs to be in a daily note, understanding that it’s what happens during the session that drives the content. But one of the places where they do define a requirement is on the day of the evaluation. Because evaluation minutes don’t count towards the calculation of a RUG score, but treatment minutes do count, they want to be able to see easily that those things were different when they occur on the same day. That means a narrative entry is always required when treatment occurs on the day of the evaluation.

What needs to be in the note? Content that describes how activity billed to the treatment codes was clearly not activity that should have been billed to the evaluation code. So the content in the therapy CPT boxes should describe skilled activity associated with the specific treatment code being billed.

Content that is providing detail on the evaluation findings, interpreting scores or risks associated with testing performance with the patient or family, or describing goal setting is evaluation related. So this cannot be billed towards a therapy code and should not be documented in therapy CPT boxes.

Education about the patient’s conditions or limitations, trialing devices or attempting environmental adaptations, and specific therapeutic interventions are treatment related and should be billed to and recorded as their corresponding CPT codes. Content should be detailed enough that it’s evident to anyone reading that those activities were clearly distinct from the evaluation activity.

Reviewers are starting to look for this – managed care organizations too! So, protect your minutes on your evaluation day content that is just as amazing as the services you provide.